Filings through .
Filed October 17, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LINCOLN NATIONAL CORPORATION Service code 13 · EIN 35-1140070 | Contract Administrator | $15,239 |
CETERA FINANCIAL GROUP1 year Filed as: CETERA INVESTMENTS ADVISERS LLC Service code 27 RETIREMENT PLANS · SAN DIEGO, CA 92101 | Advisory (Plan) | $7,612 |
RETIREMENT STRATEGIES, INC.2 years Filed as: RETIREMENT STRATEGIES GROUP LLC Service code 15 800 WEST COMMERCE RD · NEW ORLEANS, LA 70123 | Recordkeeping | $6,352 |
9 funds of $250K or more; 15 lines in all, holding $5.8M of the plan's $5.9M. From the 2025 filing. Recordkeeper: Retirement Strategies.
Target-date series: Vanguard Target Retirement, mutual fund, 90% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $5.2M | 90.1% |
| Lincoln Guaranteed Stable Value Lincoln Financial · Insurance contract | $252K | 4.3% |
| Lincoln National Life Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $169K | 2.9% |
| Lincoln National Life Neuberger Berman Mid Cap Growth Fund Class R6 Neuberger Berman · Mutual fund | $35K | 0.6% |
| Lincoln National Life Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $25K | 0.4% |
| Lincoln National Life Vanguard Growth Index Admiral Shares Vanguard · Mutual fund Index | $17K | 0.3% |
| Lincoln National Life Vanguard Emerging Markets Stock Index Fund Admiral Vanguard · Mutual fund Index | $17K | 0.3% |
| Lincoln National Life American Funds Eupac Fund - Class R6 Capital Group · Separate account | $11K | 0.2% |
| Lincoln National Life Vanguard Value Index Admiral Shares Vanguard · Mutual fund Index | $9K | 0.2% |
| Lincoln National Life Vanguard Energy Index Fund Admiral Shares Vanguard · Mutual fund Index | $9K | 0.2% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.